Signing In & Dashboard

Accessing Your Account

To access Brokernote, simply navigate to the sign-in page. You can sign in using your email and password or via your organisation's Single Sign-On (SSO) provider if configured.

The Dashboard

Once logged in, you will be taken to your Dashboard. This is your command centre, designed to give you quick access to the most important tools.

Key Areas

• The Schedule Reformatter: The core tool for processing insurance schedules.
• Settings: Configure your personal preferences or (if you are an Admin) manage your organisation's branding.
• Profile: Access your profile settings via the User Button at the bottom of the side menu.
• Licensing & Subscription: (Admins Only) Manage licenses and subscriptions via the dedicated menu item.